Routing of Purchase And Travel Request
PURPOSE
The purpose of this statement is to provide guidelines for routing purchase and travel request on Contracts and Grants and Institutional Trust Fund Accounts.
GENERAL GUIDELINES/APPLICABLE POLICIES
It is the responsibility of the Principal Investigator, Project Director or Account Manager to secure appropriate goods and services to satisfy the terms and conditions of the award, gift, or activity and that are within the award period.
PROCEDURES
Purchase and travel requests must be approved by the Principal Investigator/Project Director or the responsible account manager
Request should follow the university normal purchasing and travel guidelines.
Purchasing will forward requisitions on Contracts and Grants, and Trust Funds to the assigned accountant for approval
The accountant will approve or disapprove the requisition based the award, allowability of costs, and university policies and procedures and availability of funds
Approved purchase requisitions are signed by the accountant and returned to purchasing
Requests that are not approved are returned to the PI with an explanation
Scholarship request should be submitted directly to the Financial Aid Office.
It is the responsibility of the Principal Investigator/Project Director to only submit request for goods and services that are allowable for the award and are within the award period.
Request for goods, services, and travel that are found to be unallowable or outside the award period will be charged against the Principal Investigator/Project Directors departmental state fund budget if allowable or to other departmental funds.
There will be notification of any disallowed cost to Principal Investigator/Project Director, Dean, Department Head and Vice Chancellor.
